Investment Specialist Branch Banking Branch Banking Regional Sales

Year    Delhi, India

Job Description


:job Role

  • Ownership of the Investments target of the Region / Area that they are mapped to.
  • Increase of Mutual Fund AUM for the mapped Region / Area.
  • Penetration of client base for creating new investors in MF / investments from existing client base
  • Increase in (investments products) productivity of RMs
  • Acquisitions (NTB) attributed to presence of IC i.e NTB opened by RMs on the back of investments due to the presence of the IC
  • Qualitative
  • Client meetings / coverage / joint calls
  • Portfolio construction and reviews
  • Training & Development.
Process adherenceJob Requirements
  • In depth domain knowledge of
  • Mutual Fund investments in detail, PMS
  • Equity Market. Current Economy.
  • Distribution / Channel management.
  • Good communication and presentation skills
  • Good interpersonal skills
  • Ability to work with other people well
Willing to travelEducational Qualifications
  • Post graduate, preferably MBA
  • CFP will be preferred\\
Experience Profile 7-8 years\' work experience in NBFC, Banks, Mutual Fund industryPersonality Traits
  • VERY GOOD COMMUNICATION SKILLS
  • Able to drive people
  • Good interpersonal skills
Smart dresser & presentable

Kotak Mahindra Bank

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Job Detail

  • Job Id
    JD3321178
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Delhi, India
  • Education
    Not mentioned
  • Experience
    Year